Monitored and assessed inbound and outbound calls to ensure compliance with HELOC regulations and company standards.
Provided constructive feedback to ocall center agents to enhance performance and customer satisfaction.
Analyzed calls to identify trends and areas for process improvement.
Contributed to updating and enhancing Notion pages to improve knowledge of processes.
Conduct monthly calibration sessions with the QA team to ensure consistency in scoring and evaluation standards.
Exceeded monthly performance metrics consistently, contributing to the success of the call center operations.
Customer Service Associate II
Figure Lending
09.2022 - 06.2024
Maintained detailed notes of customer interactions in accordance with company polices and regulatory guidelines
Helped large volume of applicants every day with a positive attitude and focus on customer satisfaction
Guided applicants through the seamless HELOC application process
Maintained up-to-date knowledge of the HELOC product and any new changes with processes
Navigated a diverse range of platforms and websites to effectively gather information and maximize productivity
Mortgage Loan Officer
Angel Oak Home Loans
12.2021 - 06.2022
Guided borrowers through the non-qualified mortgage application process, assessed their financial situation and recommended a suitable loan product
Provided a clear and accurate explanation of the non-qualified mortgage terms, rates, fees, and repayment options to borrowers, ensuring transparency and compliance with regulatory standards
Reviewed borrowers documentation, including income verification, tax returns, asset statements, and bank statements, to determine eligibility for non-qualified mortgage products
Provided borrowers with periodic updates on the loan progression
Explained very technical financial information to the borrowers in easy to understand language
Mortgage Loan Officer
InterFirst Mortgage
09.2021 - 11.2021
Benefited from employer-sponsored NMLS(Nationwide Multistate Licensing System) exam preparation program which provided comprehensive study materials and support
Successfully completed the NMLS exam and obtained licensure as a Mortgage Loan Originator
Assisted with day-to-day operations, working efficiently and productively with all team members
Learned and adapted quickly to new technology and software applications
Utilized CRM software proficiently for tracking leads, organizing client information, and planning follow-up communications
Sales Associate
Boost Mobile
01.2019 - 09.2021
Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge
Engaged with customers to build rapport and loyalty
Answered customer questions about products and services, helped locate merchandise, and promoted key items
Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions
Handled cash transactions accurately and efficiently, minimizing discrepancies in end-of-day reports
Education
Diploma - undefined
North Lincoln High School
Lincolnton, NC
06.2018
Skills
Call monitoring and evaluation
Strong Attention to Detail
Issue Resolution
Commitment to Continuous Learning
Effective Time Management
Continuous Improvement
Effective Team Collaboration
Certification
Nationwide Multistate Licensing System (NMLS ID:2240300)